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Invesco FTSE RAFI US 1500 Small-Mid ETF

317 hedge funds and large institutions have $1.08B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
151
First Hawaiian Bank
Hawaii
$452K
WP
152
WealthShield Partners
North Carolina
$448K
PC
153
Prairiewood Capital
North Dakota
$446K
TWM
154
TopTier Wealth Management
Wisconsin
$444K
TAM
155
Townsend Asset Management
North Carolina
$434K
QWM
156
Quadcap Wealth Management
Texas
$407K
SPC
157
Sigma Planning Corp
Michigan
$396K
Stifel Financial
158
Stifel Financial
Missouri
$387K
IIM
159
Invariant Investment Management
Pennsylvania
$385K
FFA
160
Farther Finance Advisors
California
$384K
FWP
161
Flatrock Wealth Partners
California
$382K
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$376K
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$375K
RFC
164
Regions Financial Corp
Alabama
$370K
TC
165
Trilogy Capital
California
$366K
SCA
166
Snowden Capital Advisors
New York
$358K
P
167
&Partners
Tennessee
$355K
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$355K
LNWTC
169
Laird Norton Wetherby Trust Company
Washington
$353K
TFS
170
Thoroughbred Financial Services
Tennessee
$340K
SWM
171
Spire Wealth Management
Virginia
$340K
CTC
172
Central Trust Company
Missouri
$337K
VT
173
Vise Technologies
New York
$335K
VFA
174
Valeo Financial Advisors
Indiana
$333K
CTA
175
Colonial Trust Advisors
South Carolina
$328K